Koi Zen Cellars
April 5 6:00 PM

Asset Protection, Legacy & Estate Planning

Wednesday, April 5, 2023

Price: $25.00 Duration: 1 hr 30 min Group Size: 1 - 40 Guests

Asset Protection, Legacy & Estate Planning

Select a Time:

This class includes one glass of wine.

Why do we store our wines in a wine fridge or cellar? To protect them of course! Then why do so few people protect their healthcare decisions, financial management, assets, and resources from ill-conceived decision making and probate? Did you know that 70% of Americans don’t have a revocable living trust, and that 80% of those who have one haven’t funded it? Discover how to prevent your family and loved ones from losing control of their money to the government. Act now before you need it and enjoy a glass of wine and the peace of mind that comes with protecting what is most important! Space is limited! RSVP today for Wednesday, April 5, 2023, at 6:00 p.m. at Koi Zen Cellars.


 Lisa Claycomb is a financial advisor and insurance broker who specializes in comprehensive retirement planning, which includes inflation protected income strategies, Social Security claiming, healthcare choices, and other important pieces of a secure plan.  She holds undergraduate and master’s degrees in rehabilitation and rehabilitation counseling respectively, and a Juris Doctor in law. In addition to having a life and health insurance license, she is a CERTIFIED FINANCIAL PLANNER™ Professional, is certified in Long-Term Care (CLTC), and holds Series 7 & 66 securities licenses. Lisa truly enjoys being and educator and has over 20 years of teaching experience in a variety of settings.